See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,013 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,687 | $65,435+18.7% | $86,677-10.4% | $66,914+16.1% |
| Participation rate | 91.8% | 75.5%+16.4pp | 76.6%+15.2pp | 69.8%+22.0pp |
| Annual return | -11.29% | -10.89%-0.4pp | 35.91%-47.2pp | 1.58%-12.9pp |
| Employer contribution / active EE | $460 | $2,153-78.6% | $2,836-83.8% | $2,544-81.9% |
| Participant deferral / active EE | $4,101 | $4,1000% | $4,656-11.9% | $4,237-3.2% |
| Admin fee / account holder | $39 | $642-93.9% | $7,493-99.5% | $593-93.4% |